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Templeton Global A (Ydis) USD

Ranked 865 out of 3086 in - Global over 12 months
All calculations are in USD unless stated

Managed by

Heather Arnold

Heather Arnold is the director of research for Templeton Global Equity Group, as well as a portfolio manager and research analyst, based in London and Edinburgh and has 28 years of experience in the investment industry. She manages institutional and retail equity portfolios and has research responsibilities for Japan and Russia. Prior to joining Templeton, Heather was a managing director for Goldman Sachs Asset Management, head of European equities and portfolio manager for European, International and Global institutional and retail client portfolios. She returned to Templeton having originally joined in 1997 and having left to start up her own company in the summer of 2001. Heather has an MBA from York University in Canada, a BA in economics and art history from Queen's University in Canada and is a Chartered Financial Analyst (CFA) Charterholder.

Dylan Ball

Dylan Ball is an Executive Vice President, Portfolio Manager for the Templeton Global Equity Group. Mr. Ball is the lead portfolio manager for a number of Templeton portfolios, Mr. Ball has research responsibility for MENA banks and Emerging Europe. Mr. Ball has 20 years of industry experience, 10 of which have been at Templeton. He was formerly a research analyst with Credit Suisse First Boston, prior to which Mr. Ball was a chartered accountant with PricewaterhouseCoopers. Mr. Ball holds a B.A. in Economics from Manchester University, United Kingdom. He is a Chartered Accountant (ACA), a member of the Institute of Chartered Accountants in England and Wales.

Peter Moeschter

Peter M. Moeschter is an executive vice president and joined the Templeton organisation in 1997. He is a portfolio manager with responsibility for institutional and retail clients with global equities mandates. He has sector research coverage of global food and household products, European utilities and country coverage of Germany. Peter is the sector team leader of global utilities. Prior to joining Templeton, Peter was a research analyst in the equity investment department of the Workers' Compensation Board of Ontario. Prior to this position, he was an investment analyst with Aetna Capital Management Limited and began his career as an analyst for the Pension Fund Division of Ontario Hydro. Peter earned a BBA, with honours, from Wilfrid Laurier University and an MBA from York University. He is a Chartered Financial Analyst (CFA) Charterholder.

Objective

The Fund's investment objective is capital appreciation. The Fund seeks to achieve its objective through a policy of investing in equity securities of companies throughout the world, including Emerging Markets. The Fund invests principally in common stocks. Since the investment objective is more likely to be achieved through an investment policy that is flexible and adaptable, the Fund may seek investment opportunities in other types of securities, such as preferred stock, securities convertible into common stock, and fixed income securities, which are US dollar and non-US dollar denominated.

Showing fund performance globally. You can view performance in individual jurisdictions.

Performance

Global over : 28/02/2016 - 28/02/2017

Total Return

Quarterly Performance

to 01/01/2017 Annual Q1 Q2 Q3 Q4
2016 4.0% -4.0% -3.0% 7.5% 3.8%
2015 -5.4% 2.8% 1.1% -11.7% 3.1%
2014 -3.0% 2.4% 2.5% -4.8% -2.9%
2013 33.7% 5.1% 4.8% 10.8% 9.6%
2012 20.7% 11.6% -9.1% 10.7% 7.5%
2011 -11.3% 7.4% 1.3% -22.2% 4.8%
2010 5.7% 1.6% -14.6% 15.9% 5.2%
2009 30.7% -14.0% 22.0% 21.2% 2.7%
2008 -45.7% -12.3% -5.6% -14.3% -23.4%
2007 9.2% 1.4% 7.7% 0.1% -0.1%
2006 26.1% 6.3% 1.5% 6.6% 9.7%
2005 6.6% 1.0% -1.5% 3.8% 3.2%
2004 19.7% 3.1% 3.0% -0.7% 13.5%
2003 35.9% -9.4% 21.3% 7.2% 15.5%
2002 -17.6% 4.3% -4.4% -21.6% 5.4%
2001 -8.1% -5.3% 2.4% -12.4% 8.2%
2000 -1.0% -3.1% 1.2% -1.8% 2.8%
1999 11.8% 0.6% 12.2% -2.1% 1.2%
1998 2.1% 8.3% -3.5% -9.7% 8.2%
1997 11.8% 0.2% 8.0% 6.0% -2.6%
1996 15.9% 4.3% 3.7% 0.0% 7.2%
1995 -0.2%

Month by Month Performance

Returns Vs Risk

Registered For Sale In

  1. Austria
  2. Belgium
  3. Cyprus
  4. Czech Republic
  5. Denmark
  6. Estonia
  7. Finland
  8. France
  9. Germany
  10. Gibraltar
  11. Greece
  12. Guernsey
  13. Hong Kong
  14. Hungary
  15. Ireland
  16. Italy
  17. Jersey
  18. Korea
  19. Latvia
  20. Lithuania
  21. Luxembourg
  22. Macau
  23. Netherlands
  24. Norway
  25. Poland
  26. Portugal
  27. Singapore
  28. Slovakia
  29. South Africa
  30. Spain
  31. Sweden
  32. Switzerland
  33. Taiwan
  34. United Kingdom

Fund Info

  • Launch date28/02/1991
  • Share Class size654Mn
  • Base currencyUSD
  • ISIN LU0029864427

Purchase Info

  • Min. initial investment5,000
  • Min. regular additional investment0

Charges

  • Annual management1.00%

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Performance is for the period shown (month end to month end, bid/bid, gross income reinvested, calculated in USD).